[support] Re: exporting lists of donors

[Michael Agosta]

Hi:

 

A quick question from a group in Florida.

 

They have just received their new list enhancement data from this year's projects. I beleive they have legacy list enhancement data on the system from last year. I think they're using a Mac, but I'm not 100% certain (I'm working off a pretty unclear voice mail message).

 

When they import, they get a prompt:  There are records in the current enhanced voter file. Do you wish to delete?

    With Yes/No/Cancel.

 

If they choose to delete, does this merely update those records with the new enhancements?

 

THANKS in advance.

 

Michael

   

-----Original Message-----
From: Rachel Walden [mailto:[EMAIL PROTECTED]]
Sent: Thursday, November 29, 2001 6:29 PM
To: TechRocks Support
Subject: [support] Re: exporting lists of donors

Searching for >0 in the $YTD field on the Home screen would be a good solution if you just want to thank the folks who have given this year so far...

Vicki Sola wrote:

I am trying to export the names of donors who have given in a certain period
so they can be acknowledged in our newsletter.

I'm having trouble getting the ranges to work -- and what I want are people
who have contributed no matter the reason (membership, regular contribution,
etc.)

I can't build a query from the payment screen that searches all donor
records rather than the records of a particular donor.

Finally, when I think I have a list by using the payment report option in
reports -- I can only print it, I can't export the data to be imported into
a newsletter list.

What am I missing?  It seems that this is a pretty standard need.

Thanks to all of you who helped answer my many other questions.

Vicki Sola
Development Coordinator
Inland Northwest Land Trust
phone: 509-462-1239
fax:   509-328-4733

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Rachel Walden
Communications Coordinator
Southern Alliance for Clean Energy
PO Box 1842 Knoxville, TN 37901
Phone: 865-637-6055 or 1-866-522-SACE (toll-free)
Fax: 865-524-4479
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